Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$319,622
+$55,159 QoQ
Shares Held
1,529
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,092
of 2,721 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Carrera Capital Advisors holds $6,010,776 across 3 Capital Markets names. MS ranks #3 (5.3% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,622 | 1,529 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $264,463 | 1,607 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $308,902 | 1,740 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $265,622 | 1,671 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $207,205 | 1,471 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||